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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $436M AUM 275 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 118 Added 100 Reduced 21 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RECS COLUMBIA ETF TR I 27,400.0 $1.1M 0.26% NEW $40.84 +5.4%
2 IDMO INVESCO EXCH TRADED FD TR II 17,750.0 $986K 0.23% NEW $55.57 +7.8%
3 PINS PINTEREST INC Communication Services 27,333.0 $708K 0.16% NEW $25.89 -27.3%
4 NVO NOVO-NORDISK A S Healthcare 12,586.0 $640K 0.15% NEW $50.88 -12.8%
5 XOVR ENTREPRENEURSHARES SERIES TR 30,000.0 $604K 0.14% NEW $20.14 -3.9%
6 IYLD ISHARES TR 20,000.0 $428K 0.10% NEW $21.42 +3.3%
7 VCIT VANGUARD SCOTTSDALE FDS 3,808.0 $319K 0.07% NEW $83.76 -1.9%
8 TTD THE TRADE DESK INC Technology 7,921.0 $301K 0.07% NEW $37.96 -44.6%
9 CGSM CAPITAL GRP FIXED INCM ETF T 11,256.0 $296K 0.07% NEW $26.34 -0.3%
10 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,027.0 $290K 0.07% NEW $57.68 +28.1%
11 SYSB ISHARES TR 3,044.0 $273K 0.06% NEW $89.76 -2.0%
12 FLUTTER ENTMT PLC 1,269.0 $273K 0.06% NEW $215.04
13 Q QNITY ELECTRONICS INC Technology 3,269.0 $267K 0.06% NEW $81.65 +87.4%
14 UBER UBER TECHNOLOGIES INC Technology 3,169.0 $259K 0.06% NEW $81.71 -8.7%
15 SLV ISHARES SILVER TR Financial Services 4,011.0 $258K 0.06% NEW $64.42 +7.8%
16 DUOL DUOLINGO INC Technology 1,445.0 $254K 0.06% NEW $175.50 -39.8%
17 GILD GILEAD SCIENCES INC Healthcare 1,834.0 $225K 0.05% NEW $122.74 +6.3%
18 CGHM CAPITAL GRP FIXED INCM ETF T 8,606.0 $219K 0.05% NEW $25.48 -0.3%
19 JKHY HENRY JACK & ASSOC INC Technology 1,180.0 $215K 0.05% NEW $182.51 -23.5%
20 AXP AMERICAN EXPRESS CO Financial Services 543.0 $201K 0.05% NEW $369.91 -16.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.4%
Industrials 20.3%
Financial Services 17.0%
Consumer Cyclical 10.4%
Healthcare 9.2%
Utilities 7.2%
Communication Services 6.5%
Consumer Defensive 4.4%
Energy 1.1%
Basic Materials 0.2%